Sustainable Growth Advisers, LP filed a Form 13F-HR with the U.S. Securities and Exchange Commission on October 15, 2026, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing reports the firm's total holdings in 90 different equity securities.
The portfolio is managed from an office located at 301 Tresser Blvd. Suite 1310 in Stamford, Connecticut. The filing was signed by Daniel Callaway, the firm's Chief Compliance Officer.
The largest position disclosed in the filing is in Nvidia Corp. The firm reported holding 1,159,601,734 shares of the company. Other significant positions include Apple Inc., with 658,855,440 shares, and Microsoft Corp., with 658,855,440 shares. The firm also holds substantial stakes in Visa Inc., MasterCard Inc., and Amazon.com Inc.
The filing lists a diverse array of companies across various sectors. These holdings include Alphabet Inc. (Class C shares), Meta Platforms Inc., Salesforce Inc., and Taiwan Semiconductor Manufacturing Co. ADR. International holdings include Grab Holdings Ltd., HDFC Bank Ltd-ADR, and MercadoLibre Inc. The portfolio also includes positions in industrial and healthcare companies such as Waste Management Inc., Waste Connections, and Cooper Companies Inc.
